On August 19, Techgyan delivered a high-impact Corporate Workshop on AI and Microsoft Copilot for a mid-sized insurance brokerage firm. With over 140 enthusiastic participants, the session was a deep dive into how AI can revolutionize productivity across departments, from Sales and Marketing to HR, Operations, and Compliance.We explored real-world use cases tailored for insurance brokers, including:
- Drafting client emails and insurance proposals
- Simulating negotiation scenarios
- Creating SOPs and reconciliation templates
- Generating wellness campaign content
- Preparing strategic memos and leadership updates
The workshop was designed to help teams get started with Copilot and AI tools, enabling them to automate routine tasks, enhance decision-making, and improve client engagement.
